Insightly Review - why 4 stars?

Insightly Review
ITQlick Score: 87/100
ITQlick Rating: (4/5)
Pricing: 2/10 - low cost
Category: CRM -> Insightly
Ranking:Ranked 31 out of 600 CRM systems
Company: Insightly
Pricing: starts at $29 per user/month
Typical customers: Small, medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: Insightly pricing, Insightly alternatives

Shlomi LaviShlomi Lavi / updated: Aug 09, 2020

We publish unbiased reviews, our opinions are our own and are not influenced by payments from advertisers. Learn more in our advertiser disclosure.

What is Insightly?

Insightly is a cloud-based customer relationship management and project management solution designed for small and medium-size businesses. The solution core features include lead management, project management, and contact management solution and more.

The solution helps the users build relationships, accelerate sales, generate quotes and deliver projects and more. It integrates with several third-party apps including Gmail, Outlook plugins, Xero and Microsoft Office 365 and more.

Project management feature helps the user manage projects and delivery, track milestones, manage processes as well as integrate with external systems to ensure there is on-time project delivery. The user can benefit from the customer relationship feature to grow strong relationships with their customers as well as improve sales. It offers contact management, lead management, email tracking, and call management capabilities.

What is Insightly rating? ()

The rating of Insightly is 4 stars out of 5 and the total score is 87 out of 100. The ratings are based on our unbiased experts. Learn more in our rating methodology page

Who are Insightly's typical customers?

Insightly was designed specifically with small businesses in mind: businesses with few sales, and small number of customers and employees. That said, when taking into account the simplistic approach in the design, integration with Google apps, and the rapid development of new features, the tool ended up becoming valuable to even medium-sized businesses that have more employees and a bigger number of customers.

Freelancers, non-profit organizations and mid-size businesses will surely see the use of Insightly invaluable. This CRM service could be ideal for growing companies in industries like accounting, outsourcing, education, grocery, manufacturing, technology and real estate.

Companies currently using this service are Iron Horse Brewery, Centercode, Warwick Mills, Acumen Learning, BECA, Blue Lake Off-Road, BrightHill Group, Cariad Marketing.

Is Insightly the best CRM?

Insightly is ranked 31 out of 600 software in their category (CRM systems).

What are their main features and functionalities?

Insightly can help you improve your relationship you have with your customers by allowing you to properly organizing data collected from them in a way that allows you to better understand their situation. With the Built-in project management functions, tasks and milestones can bet set to interact with customers, following a particular agenda with the ultimate goal to eventually make a sale.

This cloud based software allows tracking opportunities and better management of your marketing campaigns aimed at automating and even increasing sales.

What are Insightly's pros? (5 Pros)

  • Insightly includes "out of the box" Gmail integration
  • Insightly supports most portable devices and tablets
  • Free subscription option available
  • Insightly offers video tutorials
  • Insightly supports Latin American Spanish, Portuguese, French and German

What are Insightly's cons? (2 cons)

  • Insightly can only be used online
  • Slow performance at times

Who are their main alternatives?

The two main competitors of Insightly include Thryv and Firepoint. Thryv is a cloud-based customer relationship management solution which is similar to Insightly. Thryv caters to small businesses and in comparison, Insightly caters to small and medium-size businesses.

Thryv is a product of Thryv which is based in the United States but Insightly is the vendor of Insightly which was founded in 2010 and based in the United States. Thryv offers support online, during the business hours and via a 24/7 live rep but Insightly offers support online and during the business hours.

Both Thryv and Insightly training is via documentation, webinars and live online. Firepoint is a cloud-based customer relationship management solution just like Insightly. Firepoint caters to real estate businesses in small and midsize businesses but Insightly caters to small and midsize businesses in different sectors.

Firepoint vendor is Firepoint which was founded in 2014 in the US but Insightly is the vendor of Insightly which was founded in 2010 and based in the United States. Both Firepoint and Insightly offers support online and during business hours. Insightly offers training via documentation, webinars, and live online whereas Firepoint offers training via documentation, webinars, live online and in-person.

What is the cost of Insightly?

The pricing structure is as follows:

• Plus – It costs $29 per user per month and is billed annually.

• Professional – It costs $49 per user per month billed annually

• Enterprise – It costs $99 per user per month when billed annually

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 2 out of 10 (10 is most expensive). Find here the REAL total cost breakdown for Insightly

What should you ask Insightly during a demo session? (65 questions)

Schedule a demo with Insightly and access 65 must ask questions for the vendor while watching Insightly in action. Visit the vendor's website here.

Is it the right software for you?

Insightly caters to small and midsize businesses. It caters to different industries including construction, consulting, manufacturing, retail, software & technology, professional services, advertising & media and education and more.

Insightly's list of categories:

Channel Management
Complaint Management
Customer Relationship Management
Customer Loyalty
Customer Service
Lead Generation
Mac CRM
Mobile CRM
Online CRM
Team Collaboration
Real Estate CRM
Small Business CRM

Insightly's list of features:

Collaboration
Marketing Automation
Sales Automation
Calendar Management
Custom User Interface
Customizable Fields
Inventory Management
Lease Administration

Insightly Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Functionality
Review
Compare
Insightly
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
87/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$29 per user/month
Functionality
29
Compare
Pipedrive
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
99/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Functionality
19
Salesforce
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
98/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
3/10
License pricing license pricing (if provided by the software vendor)
$25 per user/month
Functionality
28
Zoho
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
98/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Functionality
36
Review
Nimble
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
97/100
Pricing Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$19 per user/month
Functionality
31
Review
Author
Shlomi Lavi - admin

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.